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-Jerry Guttman, SOFA Member, Phoenix, AZ
- Peter Murphy, SOFA Member, Santa Fe, NM
-Terry Bueter, SOFA Member, Columbus, OH
SOFA works if you work it.” -Douglas Shoemaker, SOFA Member, San Diego, CA
-Craig Larson, Financial Professional, Cambridge Investments, Minneapolis, MN Call to learn how Safe Money Resource can pay for your membership through our MAD Money Program: "Marketing Allowance Dollars" 1-800-790-7791 |
“SOFA affords me the opportunity to teach hundreds of people per month and in turn, receive a constant flow of leads and referrals. The exposure and credibility that I get from educating large employee groups at some of the most prestigious companies has helped tremendously with my professional development and growth. Not to mention, the strengthening of my reputation amongst my peers in the industry. It is an amazing return on investment!”
“Plain and simple, SOFA is an opportunity. It still takes hard work and is not a magic pill that creates millionaires. However, when worked properly, I have found no other tool that works quite like it. There is definitely no other form of marketing that is as cost-efficient as SOFA in finding potential clients. Plain and simple, 
SOFA is an excellent platform to benefit the public with the financial education that they’ve missed, while at the same time driving a steady stream of prospects into your office for potential business. I’ve had great fun teaching the workshops, and have also met some of my best clients through SOFA as well.URGENT!
Are you looking to transform your business - gain more clients, make more sales, help others AND be time efficient?
Do you want to be out in your community, making waves, meeting people and generating MORE business?
Safe Money Resource is dedicated to providing excellent tools and opportunities for their agents and this is one you won't want to miss!
Please check out this 2 minute Video. This is an incredible and very effective system!
Sincerely,
Brent Meyer
President
Safe Money Resource
Because you are an extremely valued individual in our organization, it is why I am reaching out to you today to introduce a major opportunity for you to participate in…membership in the Society for Financial Awareness (SOFA).
Safe Money Resource has teamed up with a Non-Profit, Educational, Speakers Bureau – SOFA – that can now open up for you an entirely new angle for you to position yourself in your community. Instead of being an Agent or Advisor “selling something to someone”, now SOFA will position you as an “expert” and “educator”, helping to promote SOFA’s cause of ending financial illiteracy.
My good friend, Jim Chilton, SOFA’s CEO and Founder, has a dynamic “turn-key” system that generates qualified leads, as well as, creates penetration into companies, churches, and organizations. SOFA works! Jim’s Coaching Program that he provides to his members has created incredible results for Advisors around the country.
NASA, the Wynn Casino, Disney, SONY, Kiwanis, Community Chambers of Commerce, Trade Unions, Churches, School Districts, all are places where SOFA Members have spoken and continue to speak at. These places are just a few that are part of SOFA’s community penetration program which continues to grow daily.
Check them out: www.sofausa.org, or Give Jim a call (use my name!) at: 800-689-4851 x 105
Jim is not only the Owner of SOFA, but Jim is also an Advisor in our industry and has written a ton of business off of his SOFA programs. Don’t put this off!
Jump on it today!
Over 550 Locations SOFA members have done worshops SO FAR!
A message from Jim Chilton the President of SOFA: SOFA is beginning a nationwide rollout, called “Buddy”, with a major player who, to date, has over 50,000 Property Casualty Agents. After conducting a 90-day beta test it was concluded that by bringing in the established P/C Producer and linking them up with a trained Financial Advisor, the “boost” in business could be phenomenal. If you are interested in networking with local PC agents that want to share their clients and learn from you than this program can and will produce results.
As this program rolls out, SOFA will need many more qualified agents/advisors to handle this exciting opportunity.
Lastly, SOFA has created a “two tier” marketing program named Summit. The first tier is called “Evolution” and the other “Ignition”. Summit was created for that “Elite” advisor who has the financial means to participate, yet does not have the time to do the work.
The Summit program is a dynamite way to position that SOFA member directly into workshops without doing any of the preparatory work. By your agent/advisor joining Summit, they assure themselves a pre-set fixed number of guaranteed speaking engagements.
Like the Property Casualty program, Summit has been fully field tested creating exciting results for its initial participants.
To learn more about SOFA and this exciting opportunity please fill out the form below or contact Brent Meyer at 1-800-790-7791
Safe Money Resource is an independent financial network of ‘Safe Money Experts’ nationally. Given the recent economic turmoil around the world, consumers are more inclined to search for information on safe money alternatives to banks, mutual funds, Cd’s etc. Furthermore, independent financial professionals need the kind of training and back-up support Safe Money Resource can provide. We are the Safe Money Resource for the consumer and the independent financial services professional; looking out for the best interest of their clients.
1-800-790-7791
"Your Clients Are Counting On Us"
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